1. Interesting Cases Sharing
2. Life Insurance Principles
3. High End Life Universal Life (Wealth Preserver Policy), Whole Life, Savings (Young Bonus Power, High-net-worth Wealth Optima, Bonus Power) and Unit-link (Treasure Unit-link) Life Insurance Main Policy Features, Riders (Accelerated Death Benefit, Accident) and Provisions (Beneficiary Designation, Claim Payments Methods, Trust Arrangement, Grace Period, Premium Holiday, Incontestability Clause, Replacement)
4. Relevant Underwriting Principles & Claims Handling 5. How to assist client to choose the suitable coverage and insurers
Ms. Tinna Kwok, Chartered Insurer, ACII, BA(Hons), DLS
Chartered Insurer, ACII, BA(Hons), DLS
1. Seats are allocated on a first-come-first-served basis.
2. Administration fee is non-refundable and non-transferable.
3. Full and strict attendance is enforced as attached
4. Course certificate will be issued right after successful completion of the course.
|Date:||13 October 2023 (Friday)|
|Time:||6:00 AM - 9:00 AM (3 hours)|
VTC Tower, 27 Wood Road, Wanchai, Hong Kong